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Vanguard Financials ETF
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Overview Fund Activity

603 hedge funds and large institutions have $6.73B invested in Vanguard Financials ETF in 2022 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 257 increasing their positions, 155 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
603
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
9.54%
Holding in Top 10
26
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8.33%
% of All Funds
0.41%
New
69
Increased
257
Reduced
155
Closed
61
Calls
$5.9M
Puts
$3.55M
Net Calls
+$2.35M
Net Calls Change
-$349K

Top Buyers

1
Prudential Financial
1
Prudential Financial
New Jersey
$176M
2
Morgan Stanley
2
Morgan Stanley
New York
$416M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$85.4M
4
CG
4
Colony Group
Massachusetts
$17M
5
PWS
5
Paragon Wealth Strategies
Florida
$15.4M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$705M
2
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$187M
3
Bessemer Group
3
Bessemer Group
New Jersey
$126M
4
MW
4
Marks Wealth
Maryland
$7.83M
5
VR
5
Viridian RIA
Washington
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGA
126
Lebenthal Global Advisors
New York
$3.03M +$3.03M +32,428 New
VWA
127
Visionary Wealth Advisors
Illinois
$3.01M +$3.01M +32,263 New
V
128
Veritable
Delaware
$2.99M +$22K +236 +0.7%
ACM
129
Absolute Capital Management
Pennsylvania
$2.94M +$316K +3,380 +12%
GT
130
Glenmede Trust
Pennsylvania
$2.8M +$85.1K +911 +3%
PWP
131
Principle Wealth Partners
Connecticut
$2.73M -$32.2K -345 -1%
GIA
132
Gladstone Institutional Advisory
Florida
$2.7M +$127K +1,363 +5%
KPW
133
Kore Private Wealth
New York
$2.69M -$373K -3,998 -12%
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$2.69M +$2.36M +25,263 +718%
CAN
135
Cetera Advisor Networks
California
$2.62M +$607K +6,502 +30%
SGCA
136
Steel Grove Capital Advisors
Tennessee
$2.61M – – –
KTC
137
Kistler-Tiffany Companies
Pennsylvania
$2.56M +$336K +3,600 +15%
Citigroup
138
Citigroup
New York
$2.55M +$452K +4,844 +22%
WWM
139
Western Wealth Management
Colorado
$2.52M +$1.47M +15,737 +140%
CWMU
140
Caliber Wealth Management (Utah)
Utah
$2.49M +$612K +6,553 +33%
FRA
141
Frank Rimerman Advisors
California
$2.45M +$1.08M +11,522 +78%
AWM
142
Aevitas Wealth Management
Massachusetts
$2.34M -$7.38K -79 -0.3%
GWM
143
Gray Wealth Management
Maine
$2.32M +$128K +1,368 +6%
BPA
144
Beacon Pointe Advisors
California
$2.27M +$1.43M +15,295 +170%
MECA
145
Miller Equity Capital Advisors
Texas
$2.2M +$199K +2,135 +10%
HF
146
HRT Financial
New York
$2.18M +$252K +2,702 +13%
HHRDM
147
H&H Retirement Design & Management
Nevada
$2.11M +$31.5K +344 +2%
FMP
148
Financial Management Professionals
Texas
$2.07M -$137K -1,472 -6%
IOOF
149
Independent Order of Foresters
Ontario, Canada
$2.05M – – –
TCA
150
Transcend Capital Advisors
New Jersey
$2.02M +$31.9K +342 +2%
4 5
6
7 8